Michael Duke

I invest in stocks, real estate, and fruit trees. Building Blue Panther Capital

[Michael Duke @michaeldukeid]

@jasoomian @chiefs_outsider Really? Last time I was there was about 4 years ago so I guess I wouldn’t know. But it was unforgettable… that place defines KC BBQ in my mind.

I haven’t been to KC since then but I will be there sometime in the next few months for business. I’ll have to check out LC’s.

[Michael Duke @michaeldukeid]

“10 years” was largely colloquial. Technically yes there was a very brief time in 2020 where just about everything was super cheap but it was very brief…

If you loved it at $187 you’ll love it here because it is a lower valuation right now. Dividend yield was about 70 bps lower too.

[Michael Duke @michaeldukeid]

This is even more true today than 3 months back

[Michael Duke @michaeldukeid]

This stock market is full of opportunities. You have crazy momentum on the AI trade meanwhile there are lots of quality stocks trading cheaper than they have been in years, perhaps ever.

[Michael Duke @michaeldukeid]

A little heavy on the dragonfruit but ok

[Torrey Dawley @torreydawley]

“Create an image of what the world would look like if I were in charge, based on my tweets.”

[Michael Duke @michaeldukeid]

@CaseyMericle Deals where you come in with the best terms but one of the bidders is the broker’s preferred buyer group… end up getting used to bid up the price

[Michael Duke @michaeldukeid]

When they announce the churro truck has pulled up to the wedding reception

[Breaking911 @Breaking911]

WATCH: A humanoid robot training for the “Robot Olympics” in Beijing runs too fast, fails to stop, slams into a safety cushion, and breaks at the waist

[Michael Duke @michaeldukeid]

This is who runs this account

[Michael Duke @michaeldukeid]

@ShaanVP Find 15 good uncorrelated factor bets then find 3 different components that have modest correlation within each factor

[Michael Duke @michaeldukeid]

@RandBusiness @joinScalepath So cool to see your journey bro. Flashbacks of those times we kicked it in college. My how time flies!

[Michael Duke @michaeldukeid]

@vrexec I.e. I have to make the way I want otherwise my life will consist of a performative dance to derive income…

[Michael Duke @michaeldukeid]

I have this affliction where I am constantly itching to, with any money I have, buy either stocks that have massively sold off, or fruit bearing plants.

Then when it has been a while since I’ve bought real estate I get fomo really hard and can’t stop obsessing about another property until I find one…

Help

[Michael Duke @michaeldukeid]

Peruvian apple.

Produces fruit with little water required.

Gonna give it a go at planting these in our polyculture. Yield expected in 2-3 years or less since these are mature cuttings.

[Michael Duke @michaeldukeid]

@ThinkAppraiser As somebody who invests in both… how much more work are the rentals versus WM stock? The premium isn’t so crazy when put into a return on brain damage perspective.

I love real estate by the way, just saying…

[Michael Duke @michaeldukeid]

@RealRickRule I just bought a bunch of wire for a project a few days ago and hoo boy do I feel the consequences of this

[Michael Duke @michaeldukeid]

@RealRickRule Scoring political points at the expense of generating economic points

[Michael Duke @michaeldukeid]

@vrexec Nothing is more satisfying than growing stuff

[Michael Duke @michaeldukeid]

Crowded rose bushes near deck with outdoor sink -> grey water drain + artichokes, dragon fruit, grape, lime, and pomegranate.

Turn waste water into passively irrigated food production!

[Michael Duke @michaeldukeid]

@lumospedals Haha yeah. It’s a hell of a story for sure.

[Michael Duke @michaeldukeid]

I used to have a Bitcoin. Plus a little more.

Bought at $15k in 2020. Rode all the way to the top.

I was 24 years old.

I thought I could make a million if I flipped it all into NFTs.

Didn’t have any luck, was able to cash most of it back out for $15k a year later after taking heavy losses.

I felt lucky until I had the remaining $5kish of bitcoin stolen from my Coinbase account.

[Shagun 💰 @shaguncrypto]

If you’re 30 and have:

$100,000 invested
Zero debt
1 Bitcoin
A 6-month emergency fund

You’re ahead of most people.

Keep going.